SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 546 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 0.26 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $22,198,446 | -1.6% | 538,014 | +3.0% | 6.55% | +5.8% |
| Q2 2023 | $22,566,539 | +6.7% | 522,374 | +0.6% | 6.19% | +0.5% |
| Q1 2023 | $21,140,708 | +7.5% | 519,173 | +2.6% | 6.16% | -3.4% |
| Q4 2022 | $19,672,507 | +23.0% | 505,850 | +9.1% | 6.37% | +10.2% |
| Q3 2022 | $15,989,000 | -18.0% | 463,570 | -12.4% | 5.78% | -20.1% |
| Q2 2022 | $19,489,000 | -19.4% | 529,305 | -8.6% | 7.24% | -7.9% |
| Q1 2022 | $24,177,000 | -3.3% | 579,096 | -2.7% | 7.86% | -0.9% |
| Q4 2021 | $25,009,000 | +8.8% | 595,453 | +1.1% | 7.93% | +0.6% |
| Q3 2021 | $22,979,000 | -4.4% | 589,202 | -3.1% | 7.88% | -10.3% |
| Q2 2021 | $24,036,000 | +27.1% | 607,885 | +21.8% | 8.79% | +8.7% |
| Q1 2021 | $18,913,000 | +17.4% | 499,034 | +6.6% | 8.09% | +8.3% |
| Q4 2020 | $16,105,000 | +15.4% | 468,312 | +1.3% | 7.46% | +1.0% |
| Q3 2020 | $13,961,000 | +7.9% | 462,293 | +3.5% | 7.39% | -2.2% |
| Q2 2020 | $12,944,000 | +14.9% | 446,649 | +2.5% | 7.56% | -24.3% |
| Q1 2020 | $11,261,000 | – | 435,814 | – | 9.98% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Choice Wealth Advisors, LLC | 574,500 | $23,703,889 | 16.74% |
| NICOLET ADVISORY SERVICES, LLC | 3,399,773 | $138,438,745 | 15.33% |
| ERTS Wealth Advisors, LLC | 1,521,729 | $62,786,545 | 15.12% |
| Willis Johnson & Associates, Inc. | 3,521,640 | $145,302,884 | 14.90% |
| Whitcomb & Hess, Inc. | 937,282 | $38,672,263 | 14.45% |
| NICOLET BANKSHARES INC | 1,121,016 | $46,253,120 | 14.19% |
| Michael S. Ryan, Inc. | 359,784 | $14,585,662 | 13.92% |
| Compton Financial Group, LLC | 868,062 | $35,816,253 | 13.61% |
| Measured Wealth Private Client Group, LLC | 746,697 | $30,808,723 | 12.39% |
| KWB Wealth | 1,751,490 | $75,664,362 | 12.14% |